Group 1 - The world is focusing on reducing carbon emissions, creating significant opportunities in the green economy sector [1] - Green Growth Giants offers a model portfolio and actionable research aimed at maximizing returns from the generational shift towards green growth [1] - Rolls-Royce experienced a nearly 7% increase in stock price following the release of its half-year results, despite a slowdown in revenue growth [2] Group 2 - Manika, a macroeconomist with over 20 years of experience, leads the investing group Green Growth Giants, which explores opportunities in the green economy [2]

Rolls-Royce Holdings raised its outlook for the year as the UK aircraft engine maker benefits from its savings program and strong demand across the industry https://t.co/CcKpFuujq2 ...

The last article I wrote on the British aerospace and defense stock Rolls-Royce Holdings plc ( OTCPK:RYCEY , OTCPK:RYCEF ) in May 2025 was titled "4 Reasons Rolls-Royce Holdings Can Keep Rising." That thesis has played out, with theManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, G ...

Core Insights - Rolls-Royce Holdings Plc is investing $75 million to expand its Aiken, SC facility to increase production of MTU Series 4000 engines, addressing rising U.S. demand for high-power backup generators [1][9] - The company previously announced a $24 million investment in its Mankato, MN facility, which is expected to boost production of MTU Series 4000 generator sets by over 120% by 2026 [2][9] - The MTU Series 4000 engines are crucial for powering essential infrastructures such as hospitals, airports, and data centers [3] Company Performance - Rolls-Royce shares have increased by 88.8% year-to-date, outperforming the Zacks Aerospace-Defense Equipment industry's growth of 25.7% and the broader Zacks Aerospace sector's gain of 25.9% [5][9] - The stock is currently trading at a forward P/E of 34.93X, which is a discount compared to the industry average of 49.12X, indicating a favorable valuation for investors [19][20] Industry Context - The expansion of manufacturing capacity for MTU engines is timely given the increasing energy demand in the U.S., which may present investment opportunities in Rolls-Royce [4][9] - The company is well-positioned to benefit from rising global air traffic, which is driving demand for commercial jets and aircraft engines [10] - The Defence segment is gaining traction due to increased global defense spending amid geopolitical tensions, with recent contract wins expected to bolster long-term revenue growth [11] Future Growth Prospects - The Zacks Consensus Estimate predicts a 24.4% year-over-year growth in sales for 2025 and an 8.5% improvement for 2026, reflecting positive growth expectations [15] - Earnings estimates for 2025 and 2026 also show an upward trend, indicating growing analyst confidence in the company's earnings potential [15][17] Technological Advancements - Rolls-Royce is advancing in clean energy technologies, including hydrogen-powered engines and sustainable aviation fuel, which are expected to enhance its market position [12][13] - The company has made significant improvements to its Trent 1000 and Trent 7000 engines, which are anticipated to extend engine life by 30% by the end of 2025, potentially unlocking new contracts [10]

One of the trends I identified when covering Embraer S.A. ( ERJ ) was the bottleneck in aircraft engines that still hinders manufacturing capacity. That led me to analyze Rolls-Royce Holdings plc ( OTCPK:RYCEYExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unrave ...

Core Viewpoint - Rolls-Royce is investing $75 million to expand its engine manufacturing facility in Aiken, South Carolina, to enhance production of mtu Series 4000 diesel engines for critical infrastructure [1][2]. Group 1: Investment and Expansion - The investment will increase output of mtu Series 4000 diesel engines, which are essential for backup power systems in data centers [1]. - The expansion is expected to create 60 new jobs and strengthen Rolls-Royce's industrial presence in the U.S. [2]. - The first phase of the expansion is set to begin in Q1 2026, with production starting in July 2027 [4]. Group 2: Strategic Shift - This move indicates Rolls-Royce's strategic shift towards energy and power systems, moving beyond its traditional aerospace focus [2]. - The company plans to machine additional mtu Series 4000 components in the U.S., reducing reliance on German production [3]. - The South Carolina site will serve as a hub for Rolls-Royce's North American power systems strategy [4]. Group 3: Market Demand - The investment reflects the growing demand for reliable, domestically produced energy systems in the U.S., contributing to energy independence and security [3]. - The expansion aligns with the fast-growing American data center industry, enhancing service capabilities for U.S. customers [2].

Company Overview - Howmet (HWM) is currently a strong performer in the Aerospace sector, with a year-to-date return of approximately 63.2%, significantly outperforming the sector average of 22.8% [4] - The company holds a Zacks Rank of 1 (Strong Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] Earnings Performance - Over the past 90 days, the Zacks Consensus Estimate for HWM's full-year earnings has increased by 7.2%, reflecting improved analyst sentiment [4] - In comparison, Rolls-Royce Holdings PLC (RYCEY) has also shown strong performance with a year-to-date return of 89.5% and a consensus EPS estimate increase of 5.1% over the past three months [5] Industry Context - Howmet is part of the Aerospace - Defense industry, which includes 24 companies and currently ranks 45 in the Zacks Industry Rank, with an average gain of 23.3% this year [6] - In contrast, Rolls-Royce operates within the Aerospace - Defense Equipment industry, which has 33 stocks and ranks 91, with a year-to-date increase of 21.9% [7]

Core Insights - Rolls-Royce Holdings Plc (RYCEY) has faced significant supply-chain challenges, particularly with its Trent 1000 engine program, but proactive initiatives have helped mitigate disruptions and support near-term growth [1][2] Supply-Chain Disruption & Response - Persistent supply-chain bottlenecks due to raw material shortages, logistic issues, and delays in engine parts have significantly impacted Rolls-Royce's production and maintenance schedules, resulting in a charge of approximately $518 million (£382 million) [2][3] - The Trent 1000 engine program was notably affected, leading to flight cancellations by British Airways on key routes due to limited engine availability [3] Initiatives and Improvements - To address these challenges, Rolls-Royce established the Trent 1000 Task Force to streamline repairs, expedite part deliveries, and improve supplier coordination, resulting in a 20% increase in supply-chain output in 2024 [4][11] - The company embedded around 250 staff across key suppliers to enhance technical skills and enable more effective integrated planning [4] - In June 2025, Rolls-Royce launched a $1.28 billion durability enhancement program aimed at doubling the service intervals of Trent 1000 engines [5][11] Industry Impact - These initiatives are expected to enhance Rolls-Royce's operational resilience and support broader industry recovery, improving engine availability for manufacturers like Boeing and airline operators such as British Airways [6] Other Industry Initiatives - Other aerospace companies like Boeing and Airbus are also taking recovery initiatives, such as Boeing's new distribution center in Germany and Airbus's closed-loop recycling program for titanium [7][8][9] Stock Performance and Valuation - Rolls-Royce shares have surged 134.5% over the past year, outperforming the industry's growth of 48.9% [12] - The company is currently trading at a forward 12-month earnings multiple of 35.15X, which is approximately 27.5% lower than the industry average of 48.49X [13] - The bottom-line estimates for 2025 and 2026 have shown positive revisions over the past 60 days [14]

文 | 中关村储能产业技术联盟 立陶宛公用事业公司Ignitis集团 宣布，计划 在其三个清洁能源站点开发 291MW/582MWh 电池储能系统， 并表示储能设备将由德国的 Rolls Royce Solutions GmbH 提供。项目 今年开始建设，预计将在2027年开始商业运营。 Ignitis在周二宣布对这三个站点投资1.3亿欧元（1.53亿美元），并表示电池储能系统将安装在其位于凯尔梅和马泽基耶的风电场，以及位于 Kruonis抽水蓄能电站旁边的一个站点，这个电站也是由Ignitis公司运营的。 CNESA全球储能市场考察-越南站完美收官！解锁东南亚储能新机遇 西班牙储能政策重大突破：储能明确列为"公共用途" 德国计划建设1.8 GWh电池储能项目 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 "立陶宛可再生能源的发电量正在增长，这使得电池储能系统成为电网可靠性的一个重要保障。" Ignitis集团首席执行官Darius Maikš tėnas表 示， "它们使电力系统更加灵活，能够高效利用绿色能源，并有助于维持电网的稳定，即使在电力供应大幅波动时也能保 ...

Core Insights - Vietjet Air has signed an order for 40 Trent 7000 engines from Rolls-Royce, increasing its total order to 80 engines for 20 Airbus A330neo aircraft [2] - The airline aims to enhance its international route network, particularly targeting markets in Europe, Northeast Asia, and North America [2] - Vietjet Air operates over 130 fuel-efficient aircraft and has ordered more than 400 planes to expand its flight network in the Asia-Pacific region [2] Group 1 - Vietjet Air has chosen Rolls-Royce as a strategic partner in its vision for a new generation of wide-body aircraft [2] - The airline continues to select TotalCare® engine maintenance services to optimize operational efficiency and extend engine lifespan [2] - Vietjet Air has received high safety ratings and is recognized as one of the best-performing airlines globally by various aviation organizations [3]